Unclaimed Profile

Brian Kent Monroe

SAWGRASS ASSET MANAGEMENT LLC·PONTE VEDRA BEACH, Florida

Series 7, Series 63, Series 65Clean record25 years registeredSAWGRASS ASSET MANAGEMENT LLC

5000 SAWGRASS VILLAGE CIRCLE, PONTE VEDRA BEACH, FL 32082CRD# 2147305Firm CRD# 108831

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Kent Monroe · PONTE VEDRA BEACH, FL

Registration

CRD #2147305 · SAWGRASS ASSET MANAGEMENT LLC · 25 years registered

Brand Profile

Not yet started

Career History

SAWGRASS ASSET MANAGEMENT LLC

Nov 2000 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · November 16, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAWGRASS ASSET MANAGEMENT LLC

CRD 108831 · SEC 801-55243

AUM

$2.3B

Regulatory assets under management

Employees

227 client accounts

Services offered by SAWGRASS ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at SAWGRASS ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Brian Kent Monroe offer?

Brian Kent Monroe specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PONTE VEDRA BEACH, Florida for a consultation.

What are Brian Kent Monroe's credentials?

Brian Kent Monroe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Kent Monroe located?

Brian Kent Monroe is based in PONTE VEDRA BEACH, Florida, working with SAWGRASS ASSET MANAGEMENT LLC. Their office serves clients in the PONTE VEDRA BEACH metropolitan area and surrounding communities.

How does Brian Kent Monroe charge for services?

Brian Kent Monroe's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAWGRASS ASSET MANAGEMENT LLC?

SAWGRASS ASSET MANAGEMENT LLC has approximately 16 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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